A complete list of active advisors currently associated with PF Wealth Management Group, LLC

Warmer can help you find a great advisor at PF Wealth Management Group, LLC or one who fits your needs even better.

PF Wealth Management Group provides investment management, comprehensive financial planning and implementation, estate plan support (including use of the Wealth.com platform), insurance placement, and specialized exit planning services for business owners. Its client base includes individuals and business owners as well as institutional clients such as group retirement plans, pension or profit‑sharing plans, and charitable organizations. The firm generally operates on a non‑discretionary basis and reported approximately $35,979,719 in non‑discretionary assets under management as of December 31, 2025. It relies on a third‑party account administrator, Focus Partners Advisor Solutions, to implement asset‑class allocation programs that utilize no‑load mutual funds (including SA Funds and DFA funds), and financial implementation plans are tailored to clients’ values, risk tolerance, and life goals. Compared with many peers, PF Wealth combines pension consulting and employee benefit plan services for institutional and nonprofit clients with insurance brokerage activity—advisors are licensed to sell life and long‑term care insurance and may receive compensation in that capacity. The firm also offers an Exit to Impact Plan™ that integrates business exit strategy with philanthropic legacy planning, conducts educational seminars through its back‑office partner, and discloses a past self‑regulatory censure that was resolved in 2003.

To learn more about the advisors currently working at PF Wealth Management Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Frank Pare Jr.	Oakland, CA	33

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